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TrueMark Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

TrueMark Investments’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,621
Closed -$226K – 205
2024
Q3 		$226K Sell
9,621
-2,683
-22% -$62.1K 0.07% 184
2024
Q2 		$278K Buy
+12,304
New +$276K 0.09% 165

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TrueMark Investments's GOVT Position: Q4 2024 in Review

TrueMark Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2024, closing a stake of 9,621 shares — an estimated $226K sold.

TrueMark Investments first reported a position in GOVT in Q2 2024 and held it in 2 quarters. The position peaked at $278K in Q2 2024. 792 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

  • TrueMark Investments reported no remaining iShares US Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 9,621 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $226K.
  • TrueMark Investments first reported a position in iShares US Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's iShares US Treasury Bond ETF position peaked at $278K in Q2 2024.
  • 792 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.